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2019 Los Angeles Vistage Executive Summit

Tuesday, October 22, 2019 7:15 a.m. - 4:00 p.m.

Event Overview

Change is happening faster than ever.
Make sure you have every advantage.

In our fast-paced world of high-speed technology, few businesses can afford a lax approach to change. High-performing companies are quick, nimble and ready to pounce. They incorporate progressive practices, the latest resources and timely information. They can see around the curves and past their blind spots. They’re not the followers. They are the pacesetters.

And they do not get there on their own.

Join your greater Vistage family and peers to rev up the energy
and kick up your drive at this year’s Vistage Executive Summit.

What is the Vistage Executive Summit?

A powerful event that brings together your peers and Chairs from across the region for a day of learning, inspiration and connection. It’s a day designed to put you on the fast track to more effective leadership, increased performance and better results.

You can count on:

You’ll come away with keen insights, broadened perspectives, practical tips to implement immediately, and mind racing possibilities.

Why Attend


There is no more valuable resource than your time.

Here, our speakers share why the Vistage Executive Summit is worthy of it.


Event Speakers


Brian Beaulieu

CEO, ITR Economics

Winds of change

The U.S. and global economies are not what they were last year. Which changes can you benefit from? Which do you need to prepare for? Brian Beaulieu, CEO of ITR Economics, will share what the leading indicators mean for your business — both immediately and into the 2020s — providing insight for longer-range planning. Key topics will include:

  • Policy pressures/benefits on business
  • Consumer behavior
  • Business spending
  • Labor market
  • Commodity prices
  • Interest rates

Leave informed for 2019 and beyond, with the confidence to effect tactical changes that will enhance profitability.


John O'Leary

Best-selling author

The 7 choices to ignite a radically inspired life

John O’Leary asks the question: What would your impact and output look like if you lived a radically inspired life, every single day? Living radically inspired means you learn from past mistakes, rise above challenges and thrive — no matter the circumstances. It means, you choose how inflection points (moments in time that change everything that follows) affect you. Start owning your wins and failures to truly celebrate your outcomes. Learn how to adopt a victor-mindset to instill accountability in yourself and your team, and achieve unbridled success. Your choices can transform your life and business.



Joe Galvin

Chief Research Officer, Vistage Worldwide, Inc.

Vistage Research perspective: Preparing for prosperity

As the economic slowdown moderates, now is the time for CEOs to prepare for the next wave of growth. Learn what the latest data from Vistage reveals about top-performing CEOs' big decisions, major investments and the critical decision factors that fuel growth and will prepare their organization to capitalize on the rising business cycle in the year ahead.

Agenda

JW Marriott Los Angeles L.A. LIVE

7:15 - 9:15 AM
Registration | Breakfast | Marketplace

7:45 - 8:45 AM
Morning Sessions
  • Manufacturing Network
  • Family Business Network
  • General Vistage Networks
  • Understanding Employee Stock Ownership Plans (ESOPs)

  • 8:45 - 9:15 AM
    Marketplace

    9:15 - 9:45 AM
    General Session | Networking Activity

    9:45 - 10:15 AM
    Joe Galvin CEO decision factors: 2019 and beyond

    10:15 - 10:45 AM
    Break

    10:45 - 12:00 PM
    Brian Beaulieu Winds of change

    12:00 - 1:30 PM
    Lunch | Afternoon Sessions
  • Earn more & keep more from unclaimed profit and tax efficiencies
  • Traction & the entrepreneurial operating system – NO hype – Learn from fellow Vistage members
  • Preparing today to exit your business in the future
  • Talent optimization: A new discipline for solving your people problems
  • How to creatively and profitably deal with tariffs hosted by Vistage Networks

  • 1:30 – 1:50 PM
    Member Excellence Awards Spotlight

    1:50 - 2:50 PM
    John O’Leary The 7 choices to ignite a radically inspired life

    2:50 - 3:00 PM
    Summary Remarks

    3:00 - 4:00 PM
    Reception

    Breakout sessions

    7:45 - 8:45 AM

    Morning Session | Networking discussion hosted by the Vistage Family Business Network

    The decisions facing a family business are both delicate and unique. Join like-minded leaders from around the region who understand the ins and outs of family business for a morning networking session around topics such as succession planning and governance. Forge valuable connections while discussing challenges and best practices with peers who speak your language. Breakfast provided. All attendees welcome.

    Start the conversation now: Join the Family Business Network.

    7:45 - 8:45 AM

    Morning Session | Networking discussion hosted by the Vistage Manufacturing Network

    Staffing. Sourcing. Trade agreements. Tackle these and other pressing challenges and exciting opportunities with local manufacturing leaders in our morning networking discussion. Forge valuable connections and share insights with peers who speak your language. Breakfast provided. All attendees welcome.

    Start the conversation now: Join the Manufacturing Network.

    7:45 - 8:45 AM

    Morning Session | Meet the community networking session hosted by Vistage Networks

    Start your morning creating valuable connections and gleaning insights from local business leaders. You’ll discuss a variety of pressing business topics in a fast-moving discussion with peers who speak your language. This is an opportunity to quickly solve challenges and expand your network.

    Start the conversation now: Join Networks.

    7:45 - 8:45 PM

    Morning Session | Understanding Employee Stock Ownership Plans (ESOPs)

    Presenter: Nathan Perkins - Managing Director, CSG Partners

    ESOPs are tax-efficient, liquidity alternatives for privately-held companies. We'll cover the key practical and strategic concepts behind these transactions, review critical tax implications (corporate & personal), and demystify the notion of an employee trust. Learn how ESOPs can be an effective tool for business owners seeking equity monetization, tax efficiency and enhanced employee benefits, but who are also concerned about their legacies, business continuity, and estate planning.

    12:00 - 1:30 PM

    Afternoon Session | Earn more & keep more from unclaimed profit and tax efficiencies

    Presenter: Eric McDermott, Managing Partner of Pacific Advisors, Vistage Speaker

    What if you could locate the significant unclaimed profit sitting, unseen, on your financial statements and take action to reclaim it? What if there were ways to take money that might otherwise go to taxes and instead direct it back to growing your business or impacting your personal net worth? Join us for actionable insights into your company's financial and tax performance to:

    • Make more confident business decisions
    • Directly impact business profit, cash flow, and enterprise value
    • Keep more of what you earn

    12:00 - 1:30 PM

    Afternoon Session | Traction & the entrepreneurial operating system – NO hype – Learn from fellow Vistage members

    Presenter: Bill Wagner, CEO, Accord Management Systems & Dione Spiteri, Max Traction, LLC, Certified EOS Implementer

    The best of California EOS Implementers offer EOS, The Entrepreneurial Operating System. Often known as TRACTION, EOS is the # 1 system being implemented by entrepreneurs worldwide. As of today, there have been more than 32,750 Sessions worldwide. Vision, Traction, Healthy sounds simple, but is rarely easy. This moderated session will provide first-hand knowledge from Vistage members that are running their companies on EOS.

    • Learn about elevating yourself to a true Visionary role and the benefits.
    • Learn how to create a true Accountable organization.
    • Learn how to get the right people in the right seats.
    • Learn how to become strong in SIX key areas of business… Guaranteed

    12:00 - 1:30 PM

    Afternoon Session | Preparing today to exit your business in the future

    Presenter: Dave Heymann, Senior Mergers & Acquisitions Advisor, Generational Group

    Years from now, most business owners will be dismayed to learn all of the things that they should have been doing to build value in their business. Far too often, business owners don’t prepare an exit strategy until they are ready to exit and that is too late to learn how to build value. What is the value of the business today and what should owners be doing to increase that value over time? Should I sell in the future or seek a strategic partner now to give me the resources to build the business in the future? Is the value in the future going to be in my P&L or my intangible assets? Dave Heymann, Senior Mergers & Acquisitions Advisor with Generational Group will answer these questions and more:

    • What are the best options OTHER than selling
    • How value is REALLY determined in a business
    • How to enhance the value of your company LONG before exiting

    12:00 - 1:30 PM

    Afternoon Session | Talent optimization: A new discipline for solving your people problems

    Presenter: John Bowser, Director, Performance PI

    If an organization isn’t achieving its desired business results, the “why” boils down to this: They have a people problem. Join a Predictive Index Certified Partner for a lively session about how to align business strategy and people strategy by leveraging psychometrics. You’ll be able to bring back these creative solutions to support your teams and help your businesses thrive.

    12:00 - 1:30 PM

    Afternoon Session | How to creatively and profitably deal with tariffs hosted by Vistage Networks

    Take a deep dive into tariffs, ways in which they affect your business, and how to deal with them through this peer-to-peer discussion, led by Vistage Chairs and members with hands-on industry expertise.


    Sponsors






    Location

    JW Marriott Los Angeles L.A. LIVE
    900 W Olympic Blvd
    Los Angeles, CA
    Get on the fast track to better decisions, quicker results and increased success.